JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Cooper Companies
COO
$13.5B
| $158M | 0.02% |
1,736,804
-2,004
| -0.1% | -$182K |
|
577
Morningstar
MORN
$10.6B
| $158M | 0.02% |
681,234
-146,793
| -18% | -$34M |
|
578
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
| $156M | 0.02% |
6,089,412
+5,522,600
| +974% | +$142M |
|
579
Genuine Parts
GPC
$19.4B
| $156M | 0.02% |
1,557,342
-195,612
| -11% | -$19.6M |
|
|
JOBS
580
DELISTED
51job, Inc.
JOBS
| $155M | 0.02% |
2,217,035
-652,027
| -23% | -$45.6M |
|
|
AIMC
581
DELISTED
Altra Industrial Motion Corp.
AIMC
| $154M | 0.02% |
2,786,398
+305,387
| +12% | +$16.9M |
|
582
Henry Schein
HSIC
$8.17B
| $154M | 0.02% |
2,299,424
-314,997
| -12% | -$21.1M |
|
583
Canadian Imperial Bank of Commerce
CM
$73.3B
| $153M | 0.02% |
3,590,170
+587,490
| +20% | +$25.1M |
|
584
Exelon
EXC
$43.8B
| $153M | 0.02% |
5,076,667
+2,976,889
| +142% | +$89.6M |
|
585
Saia
SAIA
$8.19B
| $153M | 0.02% |
843,996
+71,773
| +9% | +$13M |
|
586
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $152M | 0.02% |
1,756,466
-948,050
| -35% | -$81.9M |
|
587
Qorvo
QRVO
$8.26B
| $151M | 0.02% |
909,750
-82,209
| -8% | -$13.7M |
|
588
TE Connectivity
TEL
$62.2B
| $151M | 0.02% |
1,247,904
+50,901
| +4% | +$6.16M |
|
589
BlackLine
BL
$3.32B
| $151M | 0.02% |
1,130,613
+169,385
| +18% | +$22.6M |
|
590
LyondellBasell Industries
LYB
$17.5B
| $151M | 0.02% |
1,644,462
-266,684
| -14% | -$24.4M |
|
591
NorthWestern Energy
NWE
$3.47B
| $149M | 0.02% |
2,554,666
+57,543
| +2% | +$3.36M |
|
592
Fomento Económico Mexicano
FMX
$30.1B
| $149M | 0.02% |
1,965,709
-299,797
| -13% | -$22.7M |
|
593
Americold
COLD
$3.76B
| $149M | 0.02% |
3,982,059
+1,343,470
| +51% | +$50.2M |
|
594
W.R. Berkley
WRB
$27.4B
| $147M | 0.02% |
4,989,209
-123,189
| -2% | -$3.64M |
|
595
Ecolab
ECL
$76.3B
| $147M | 0.02% |
679,107
+184,131
| +37% | +$39.8M |
|
596
Graphic Packaging
GPK
$6.14B
| $146M | 0.02% |
8,628,872
+364,025
| +4% | +$6.17M |
|
597
Zions Bancorporation
ZION
$8.56B
| $145M | 0.02% |
3,349,199
-255,063
| -7% | -$11.1M |
|
598
HealthEquity
HQY
$7.88B
| $145M | 0.02% |
2,080,014
+169,805
| +9% | +$11.8M |
|
|
JBGS
599
JBG SMITH
JBGS
$1.43B
| $145M | 0.02% |
4,626,820
+127,779
| +3% | +$4M |
|
600
Technology Select Sector SPDR Fund
XLK
$86.3B
| $145M | 0.02% |
1,112,565
-212,687
| -16% | -$27.7M |
|